Funds managed: Julius Baer (CH) Swiss Opportunity, Julius Baer EF Swiss, Julius Baer Inst Swiss
Häuselmann is head of Swiss equities at GAM, having joined the firm as a fund manager in 2006 from Credit Suisse First Boston, where he was in charge of equity sales to institutional clients.
The top three sectors in the Julius Baer (CH) Swiss Opportunity fund are currently healthcare (38%), industrials (20.5%) and financials (13.2%). The top three individual holdings are Roche (13.34%), Novartis (10.84%) and Logitech (6.17%).
In April 2017, positive performance in both Julius Baer (CH) Swiss Opportunity and Julius Baer EF Swiss fund was derived from overweights in AT, Molecular Partners, Partners Group, Bossard, Straumann, Sika, Belimo and Temenos, as well as from an underweight in Nestlé.
The Julius Baer (CH) Swiss Opportunity fund returned 29.56% in Swiss francs over the three years to the end of May 2017. Its benchmark, Swiss Performance Index TR, returned 19.76% over the same timeframe. Meanwhile, the Julius Baer EF Swiss returned 30.36% and the Julius Baer Inst Swiss fund returned 21.06%, with both being measured against the same benchmark.